Senior Financial Adviser | Merimbula NSW Build a Lifestyle. Lead a Business. Shape Your Future.

What if your next career move wasn't just a new job but a recent way of life?

Imagine finishing work and being minutes from pristine beaches, national parks and one of Australia's most beautiful coastlines, while leading an established financial planning business with genuine long-term career opportunities.

Our client is seeking an experienced Senior Financial Adviser to join their growing practice in Merimbula, NSW.

The Prospect

This is more than a servicing role.

You'll inherit an established portfolio of approximately 350 existing clients, allowing you to focus on building trusted relationships and delivering exceptional advice rather than chasing new business.

You'll also have the autonomy to help shape and grow the business, supported by an experienced team and clear pathways towards future leadership, bonuses and potential equity opportunities.

What's on Offer
Established client book of approximately 350 clients
Full administration and Client Services Officer support
Paraplanning support
Attractive remuneration package
Performance bonuses
Future equity opportunities




Autonomy to help lead and grow the business
Strong succession planning prospect
Long-term career security
Relocation opportunity to one of Australia's most desirable coastal regions

About You
Is an experienced Financial Adviser
Enjoys building long-term client relationships
Wants autonomy and ownership
Is passionate about delivering high-quality advice
Is looking for more than just another adviser role
Is excited about relocating and becoming part of the local community

Why Merimbula?
Beautiful beaches and coastline
Relaxed coastal living
Great schools and community
Outdoor lifestyle including fishing, golf, boating and hiking
Affordable living compared with many capital cities

Salary $200K

This is a genuine opportunity to build both your career and your life in one of Australia's most sought-after regional locations.

If you're looking for a role where you can make a real impact, enjoy an exceptional lifestyle and have a pathway to future ownership, we'd love to hear from you.
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📌 Senior Financial Adviser Merimbula
🏢 FAAA Board, Financial Advice Association of Australia
📍 Merimbula